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Techniecode

Encompass Consulting

At Techniecode, we specialize in Encompass consulting, development, customization, and support. Our expert services ensure you fully leverage your Encompass solution, transforming your operations for efficiency and effectiveness. 

Our Services

Daily management to optimize your Encompass environment:

  • User, role, and pipeline management
  • Custom field and form creation
  • Advanced business rules and validations
  • Comprehensive reporting solutions

Innovative solutions tailored specifically for your Encompass workflow:

Push to Encompass:
  • Automated loan document uploads
  • Real-time and bulk updates of loan fields
  • Loan origination automation from various sources
Pull from Encompass:
  • Sync data with external systems
  • Report generation and notifications
  • Compliance and post-closing document management
  • Drip campaign integration
  • Daily backups and condition retrieval

Enhance functionality with specialized plugins: 

  • Dashboard Plugin: Customizable loan data overview 
  • Bulk Loan Updates: Efficient batch updates and movements 
  • Auto Backup: Scheduled backups for custom forms and rules 
  • Lender Data Extract: Automated data uploads to secure FTP 
  • Custom Loan Header: Quick status indicators (Priority, COC pending) 
  • Document Review: Streamlined verification workflows 
  • Loan Management: Automated onboarding and priority tagging 
  • Efolder Management: Efficient document handling and cleanup 
  • Form Printers: Automated form printing and filing 
  • Validation Plugin: Data integrity safeguards 
  • Merge Documents: Streamlined document management 
  • MI Plugin: Mortgage insurance automation 
  • Auto Assign: Intelligent assignment of loan team members 
  • Loan Origination Automation: Comprehensive process automation (templates, credit reports, milestones) 
  • HardStops: User access controls and validation checks 

Techniecode’s Encompass Consulting services deliver streamlined operations, enhanced compliance, and superior user experiences. 

Lending Pad

Techniecode is the official data transfer partner

When it comes to innovative, web-based Loan Origination Systems (LOS), Lending Pad sets the industry standard. Lending Pad provides robust integrations, exceptional flexibility, and advanced workflow management, empowering mortgage lenders to operate efficiently and competitively in today’s dynamic market. 

Key Features and Benefits:

  • True SaaS Platform: Fully browser-based, Lending pad ensures secure access, seamless updates, and optimal uptime, eliminating traditional software hassles
  • Total Decision Engine: A natively built Automated Underwriting System (AUS) and advanced loan pricing engine for rapid and accurate lending decisions
  • eDocs Management: Comprehensive electronic document imaging, indexing, and management solutions streamline document handling and reduce manual processing
  • Integrated Compliance: Automated compliance monitoring deeply integrated with customizable workflow rules, ensuring adherence to regulatory requirements
  • Advanced Workflow Engine: Highly configurable, rule-based engine offering unparalleled flexibility and scalability tailored specifically for mortgage lending workflows

Calyx Software

Techniecode offers comprehensive consulting, integration, and support services for Calyx, one of the most reliable loan origination platforms in the industry. We help lending institutions fully optimize their use of Calyx by streamlining workflows, managing users, automating reports, and enhancing borrower communications. 

Our expert Calyx administration services ensure you have a well-organized, secure, and efficient environment: 

  • User and User Group Management: Create, manage, and monitor user access and permissions 
  • Template Sets: Configure consistent loan processing templates across your teams 
  • Marketing Tools: Set up marketing campaigns integrated within the Calyx system
  • Data Exporting: Automate secure data exports for reporting and compliance 
  • Hard Stops: Prevent loans from progressing unless specific criteria are met, ensuring compliance and process control

We integrate Calyx with your mission-critical systems to create a connected and seamless lending experience: 

  • CRM & Lead Management Systems 
  • Rate Integrations 
  • Business Platforms: Pre-Qualification Systems, HR Portals, Commission Tracking, Reporting Tools, and Realtor Portals 

We enable advanced reporting by syncing Calyx data to local databases on a scheduled basis. This allows us to generate rich, customized reports tailored to your operational needs: 

  • Loans by Rate, Program, or State 
  • Loans Estimated to Close in 7, 14, or 30 Days 
  • PTD Conditions (Pending, Approved, Cleared) 
  • Inactive Loans 
  • Appraisal, Underwriting, and Pricing Reports 
  • Status History and Timeline 
  • Private Loans & Secondary Reports 

We optimize Calyx usage by deploying automation and communication tools: 

  • Auto-Populate Fields: Reduce data entry by auto-filling fields like Division, Region, Branch, Loan Team, and Business Channel for every new loan file 
  • Field Change Alerts: Receive real-time email alerts when key fields are updated. Great for monitoring compliance and high-impact changes 
  • Predefined Email Notifications: Automate borrower and client communication through the Calyx Data Warehouse 
  • Clear-to-Close Email Notifications 
  • Goodbye Letters 
  • Status Updates and Confirmations 

Empower your team with Techniecode’s intelligent mortgage workflow automation

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